A Gift of Love and Vision: (Estate) Planning Your Legacy
Have you ever considered the power your legacy holds? Imagine a world where your love and vision continue to impact lives long after you’re gone. Estate planning, often shrouded in… Read More
Have you ever considered the power your legacy holds? Imagine a world where your love and vision continue to impact lives long after you’re gone. Estate planning, often shrouded in… Read More
When tax season rolls around, it doesn’t just mean a time to crunch numbers; it’s also the perfect opportunity to kick off meaningful conversations with your clients about enhancing their… Read More
Qualified Charitable Distributions (QCDs) are a beneficial tool for financial and charitable planning. Yet, as their popularity grows, so does the confusion surrounding them. To ensure you’re well-equipped to navigate… Read More
As we delve into the heart of the tax season, attorneys, accountants, and financial advisors are urging clients to prepare their documents for the 2023 tax returns and strategize for… Read More
If you find that your clients are looking for local giving opportunities, our community foundation is ready to collaborate with you and your clients, offering guidance on maximizing… Read More
Every year, Americans contribute generously to charitable causes, supporting over a million organizations dedicated to enhancing the quality of life in our communities. This philanthropic spirit amounts to… Read More
As a professional advisor, we know you’re constantly seeking ways to enhance your services and provide valuable insights to your high net-worth clients. In 2024, one topic that… Read More
In today’s philanthropic landscape, it’s not just retirees and older generations who are thinking about the future. Surprisingly, Millennials and Generation Z are already setting their sights on becoming millionaires… Read More
Qualified Charitable Deductions – “QCDs” – have been gaining popularity and inspiring an increasing number of retirees to look more deeply at their plans for charitable giving. It’s not too… Read More
With 2024 right around the corner, you are likely seeing information about the IRS thresholds that are subject to change each year. Have you thought about how each of these… Read More